RFBS — Registered Federal Benefit Specialist
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Example profile. This is a sample listing used to illustrate how RFBS℠ designee profiles will appear. The person shown is not a real designee — please do not attempt to contact them.

Specialists in Georgia
JM
RFBS℠ in good standing

Jorge Méndez, RFBS℠

Méndez Federal Planning · Principal

RFBS℠ number
RFBS-S00007
Certified
Feb 21, 2025
Good standing through
Feb 21, 2028
OPM forms training
Certified

About

Jorge guides federal employees through OPM disability retirement applications and the financial decisions that follow — from FEGLI continuation to TSP withdrawal strategy. Bilingual practice in English and Spanish.

Specialties

  • Disability retirement
  • OPM retirement paperwork
  • FEGLI life insurance
  • Thrift Savings Plan
  • Social Security coordination

Other credentials

Beyond the RFBS℠ designation, this designee reports holding:

  • ChFC®
  • CLU®
  • Series 6
  • Series 63

Credentials listed above are self-reported by the designee. The RFBS℠ program does not verify third-party licenses or designations. Always confirm current licensure with the relevant regulator before engaging an advisor for regulated services.

Contact Jorge

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